Attaching a file to an inquiry

Attach a file when creating an inquiry, giving the fieldworkers a better understanding of the service required. Sometimes you are required to upload files that highlight the areas of concern to help fieldworkers better understand the job requirements and be better prepared for the job of the day that may not be viewed by the customers.

Table of contents  

• Attaching a file to the inquiry   
• Downloading the attached file 
• Deleting the attached file 
• Uploading photos to an inquiry 
  • Uploading multiple photos to an inquiry 
• Downloading the photos from the inquiry
• Deleting the uploaded photo from the inquiry
• Editing service tag of the photo 
• Adding a comment on the photo
• Adding a photo as a customer from the customer portal

Attaching a file to the inquiry.

Go to Inquiries > All Inquiries 

Select the inquiry that you want or use the search bar, then click on the “ Actions” button, then “View inquiry” and from the right corner of the page, click on “ Actions” and select “ File Attachments” from the drop-down.

You’ll be redirected to the all inquiry attachments page, so you can add one or more attached files by clicking on “Upload file.”  

A pop-up window will appear in which you can drop the file you want to upload, add multiple attachments, or add a specific file, by clicking on “Choose file” and providing a description of your selected file, you can also activate the “Work Order” toggle to activate the feature, then click “Save”. 

Downloading the attached file 

You can easily download your file from inquiries > all inquiries 

• When you’re viewing an inquiry details page, from the right corner of the page, click on “ Actions” and select “ File Attachments” from the drop-down 
• You’ll be redirected to all the inquiry attachments, then click on “Download“.
• you can also modify the description by clicking on the “ Description Edit “

OR 

• When you’re viewing an inquiry details page, scroll down to the “ Attachments” section.
• Click on the file name to download it  

Deleting the attached file 

• When you’re viewing an inquiry details page, from the right corner of the page, click on “ Actions” and select “ File Attachments” from the drop-down menu.
• You’ll be redirected to all the attachments for the inquiry. Click on “Delete“ or click on the Delete at the top of the page to delete all the files you have related to this inquiry

• The system will display a popup window requesting confirmation of the action.

Uploading photos to an inquiry 

Instead of offering a lengthy description in the message text, it is sometimes beneficial to share a photo with your customers in the inquiry. You can upload photos to the inquiry to facilitate the fieldworker’s understanding of the service required later on.

Select the inquiry to which you want to add a photo, then click the action button, and then view the inquiry.

Go to the “Photos” section and click on “Add photos.” 

1. A popup window will appear where you can drag and drop the photo you want from your gallery into the drop files to upload field, or you can click to view the computer files. At this point, you can delete the desired file and replace it with another.
2. Select the service name from the drop-down menu. 
3. Fill in the blanks with the comment you want. 
4. Click on “ Save photos”

It will be saved in the photos section, where you can view it by clicking on it.

Uploading multiple photos to an inquiry 

You can add more photos by clicking on “Add photos” as displayed below, and then follow the same steps already mentioned above.

 

Downloading the photos from the inquiry

You can view the photos saved in the photos section by clicking on the photo, which takes you to the discussion gallery page where you can edit, download, or delete the photo, as well as zoom out or zoom in, rotate the photo, or share it on Facebook, Twitter, or Pinterest. You can also view the photo in full-screen mode and see when it was uploaded and who uploaded it, as well as the comments that were added.

1. Click on the photo that you want to download it
2. You will be redirected to the discussion gallery page, click on the action button 
3. Then click on “Download image “

Deleting the uploaded photo from the inquiry

You can delete an image to replace it or download it later. View the image you want to delete by clicking on it.

Then click on the action button and click on “Delete image” from the drop-down menu.

The system will display a popup window requesting confirmation of the action.

Editing service tag of the photo 

You can change the service tag of a photo by clicking on it and then selecting the desired photo.

• You will be redirected to the discussion gallery page where you can click on the action button.
• Select the edit service tag from the drop-down menu.

Then, a popup window will appear; select the service name from the drop-down menu that you have already saved to your service, and then click the save button.

Adding a comment on the photo

You can leave comments on uploaded photos, and those comments will be added to the discussion.

• Click on to view the photo you want 
• Then leave a comment in the empty field 
• Click on “ Add a comment “

You can edit delete or reply to the comment, visit adding a comment to an inquiry discussion for more information 

Adding a photo as a customer from the customer portal 

The system will display a popup window requesting confirmation of the action. When you click on “ Add Photos,”  customers have the option to edit their contact details, and their booking address or add photos after submitting their inquiries.

Customers will be redirected to the inquiry details page so they can click on “Add Photos.”

They can add an image attachment to the service to let them have a full image of the job requirements before starting the actual work. 

• Then a popup window will appear so they can add one or more attached files by clicking on “Drop files to upload”.
• Select “Service name” from the drop-down menu, then fill in the blanks with the comment you want.
• Click on “Save Photos”

After the customer completes their inquiries and submits them, they’ll receive an email.

You can view the photos uploaded by customers by navigating to inquires, then opening the targeted inquiry, and the photos will be displayed in the Photo section. 

 

 

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